TOP 30 Family financial planning in Los Altos, California

17 results found

Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.

Family CFO, Inc. is a finance institution located at 4966 El Camino Real in Los Altos, California, United States. As a trusted financial advisor, we provide personalized financial management services to individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Our team of experienced professionals offers comprehensive financial planning, investment management, tax planning, and estate planning services to ensure that our clients' financial well-being is secure. With a focus on building long-lasting relationships and providing top-notch customer service, Family CFO, Inc. is dedicated to helping our clients achieve financial success and peace of mind.

Merrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.

Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.

Our institution specializes in providing expert tax planning, estate planning, and accounting bookkeeping services using Quickbooks software. Located at 329 South San Antonio Road in Los Altos, California, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax strategies, estate planning, or maintaining accurate financial records, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively and efficiently.

Northwestern Mutual is a renowned finance and insurance agency located at 745 Distel Drive in Los Altos, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. The institution offers a wide range of financial products and services, including life insurance, retirement planning, investment management, and more. With a team of experienced and knowledgeable professionals, Northwestern Mutual is committed to providing personalized solutions tailored to each client's unique needs and objectives. Whether you're looking to protect your family's financial future or grow your wealth, Northwestern Mutual is a trusted partner you can rely on.

Heritage Bank of Commerce is a trusted financial institution located at 419 South San Antonio Road in Los Altos, California, United States. Offering a range of banking and finance services, including ATMs, Heritage Bank of Commerce is dedicated to providing innovative solutions to help businesses overcome challenges and achieve their goals. With a team of experienced bankers and a focus on high-touch service, Heritage Bank of Commerce is committed to building strong relationships with clients. The institution has been recognized for its outstanding performance and community support, making it a valuable partner for businesses and non-profit organizations alike. With a legacy of investing in the next generation of leaders and a commitment to community growth, Heritage Bank of Commerce is a reliable and supportive financial partner for all your banking needs.

Located at 400 Main Street in Los Altos, California, Thoits Law has been a trusted advisor to successful individuals and businesses in Silicon Valley and throughout California for over 70 years. Our team of experienced attorneys specializes in transactional law and civil litigation, including areas such as business, employment, intellectual property, real estate, and trusts and estates. With a commitment to excellence and a focus on building strong relationships with our clients, we strive to achieve superior outcomes for our select clientele. Our Business Group attorneys offer tailored solutions to legal questions, while our employment attorneys provide strategic counseling and litigation services. We also assist clients in preserving proprietary information, navigating real estate decisions, and providing comprehensive advice and counseling for families, individuals, and business entities.

Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.

Meyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment advice, and financial planning to individuals, families, and businesses. With a focus on long-term growth and risk management, Meyers Wealth Management is committed to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to start planning for a secure financial future.

Flywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.

Three Bell Capital is a leading financial institution located at 4 Main Street in the heart of Los Altos, California. Specializing in wealth management and investment services, Three Bell Capital is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals and a commitment to personalized service, Three Bell Capital provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Three Bell Capital is here to help you every step of the way.

Johnson Lyman Wealth Advisors is a premier finance institution located at 4966 El Camino Real in Los Altos, California, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or create a comprehensive financial strategy, Johnson Lyman Wealth Advisors offers expert guidance and support every step of the way. Trustworthy, reliable, and committed to client success, Johnson Lyman Wealth Advisors is dedicated to helping individuals and families build and preserve their wealth for the long term.

PWJohnson Wealth Management, located at 2051 Grant Road in Los Altos, California, is a finance institution dedicated to providing personalized portfolios that avoid common investor pitfalls. With expertise in all areas of financial planning, PWJohnson offers comprehensive ongoing services to help clients manage their wealth and legacy. The institution offers the Willing Wisdom Index™, a free questionnaire that measures a family's performance in critical areas such as health care, taxes, litigation, communication, planning, and governance. The dynamic team at PWJohnson is committed to inspiring individuals, families, and communities to grow wealth and expand their lives, guiding them to peace of mind. Through their work with clients, financial professionals, and consumer education programs, the team delivers education, support, and tools to help people make intelligent financial decisions.

Tim Liu - Private Client Advisor is a leading finance institution located at 531 Cowper Street in Palo Alto, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for high-net-worth individuals and families. With a focus on wealth management, investment strategies, and retirement planning, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you reach your financial objectives.

Tozai Wealth is a finance institution located at 27401 Los Altos in Mission Viejo, California, United States. Specializing in wealth management and financial planning, Tozai Wealth offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, Tozai Wealth provides personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Tozai Wealth is dedicated to helping you secure a stable financial future.

Knight & Co is an accounting and finance institution located at 419 South San Antonio Road in Los Altos, California, United States. Established in 1954, our family firm has been dedicated to serving individuals and small businesses with their tax filings and accounting needs. Over the years, our clientele has expanded to include a wide range of entities and individuals, and our services have grown to encompass all types of tax and accounting engagements, as well as consulting for operations management and wealth management services. At Knight & Co, we pride ourselves on leveraging technology, common sense, and technical skill to help our clients save time and money. Our goal is to assist you in reaching your financial goals, whether it be through tax planning, accounting services, or wealth management. With our expertise and personalized approach, we strive to help you succeed in all your financial endeavors. Let Knight & Co be your trusted partner in achieving financial success.